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Technology Stocks : Ascend Communications (ASND)

ASND 212.29

-2.2%

Nov 19 3:59 PM EST

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To: zbyslaw owczarczyk who wrote (45855)	5/1/1998 4:23:00 PM
From: Stimpson J. Cat	Read Replies (2) of 61433

So far NN is No.1 in ATM WAN with 36170 multiservice switch,which is unmachable (contracts with BT,MCI and C&W-each 400-550 mln US$). That was then, this is now. The next generation is here and NN doesn't have the technology. Have you seen all the ATM contracts that ASND has recently won? NN-Simens 36190 with all ATM features included can run in terabit speed.NN has already started comercial sales which accelerates sales of 36170. Terabit speeds? Hello? What planet are you from? There is no such thing as a terabit ATM interface. ASND, CSCO and NT do not have even proposition for such switch on table.ASND admitted this on receant conf. call. No one has a terabit interface. ASND is the only one that has a 2.4GB trunk interface. No one else. Not NN, CSCO nor anyone else. Saying that NN has no future you have to give me strong arguments.It was NN pushing multiservices over ATM 4-5 years ago, with strategy and products!!!.CSCO, ASND (before before merger with CSCC ) did not even thik about it.It was NN pushing MPOA not CSCO or ASND which righ now trying to catch up. MPOA is dead and NN's plans with it. MPLS is what everyone is buying now. NN owned the WAN ATM market up til now, but they didn't steer in the right direction for IP/ATM.

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